Client retention

Know your clients, stay connected with them, and keep them coming back by creating sales processes and using software features like auto-emails and recurring payments.

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Client management in MINDBODY

This session will explore the vast depth of features within the Client Profile screen, Contact Logs screen, Schedule screen and Visits screen. Explore advanced features of these screens that can help you manage your clients' information.

Client retention best practices

Marketing brings people in the door and retention strategies keep them coming back. Retention is a cost-effective way to grow your bottom line. This session will outline simple, proven strategies in customer service, staff incentives and “win back” campaigns that are easy to implement immediately.

Prevent lapsing

Using client alerts, auto emails & text messaging effectively

Learn best practices around client alerts, staff alerts, Auto Emails & Text Messaging. We'll show you recommendations of what should be enabled and what occurs when they are. We will also give you some tips and pointers about using these features.

Creating your sales process

Improving sales is one of the fastest ways to grow your bottom line! Learn how to create a sales process that works for your business. We will also show you how to use MINDBODY for sales communication and follow up.

Autopay upsell for clients on intro offer

Set up an autopay upsell contract with special pricing for clients on your Intro Offer. Use this as an upsell tool to incentivize your client to purchase your autopay before their Intro Offer expires. This special contract with great pricing will only be available to clients as long as they are still on a new student Intro Offer, as soon as the Intro Offer expires the client can no longer purchase this contract.